See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,161 | $94,625-74.5% | $116,228-79.2% | $84,808-71.5% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.6%-10.0pp | 68.3%-3.8pp |
| Annual return | 13.36% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,503 | $2,347-35.9% | $2,994-49.8% | $2,631-42.9% |
| Participant deferral / active EE | $3,407 | $3,972-14.2% | $4,953-31.2% | $4,212-19.1% |
| Admin fee / account holder | $1,035 | $10,091-89.7% | $11,989-91.4% | $7,344-85.9% |